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Investment Management Whether you are planning your overall investment strategy or implementing the smallest details, all the advice, knowledge, and services you need are available at BMO Harris Private Banking. Your Investment Counsellor, backed by an experienced team of investment professionals, will guide you toward the solutions that are right for you. In addition to the discretionary investment management services of the private bank, you will have access to money managers outside BMO Financial Group, when required, as well as full-service investing and direct investing through BMO Nesbitt Burns and BMO InvestorLine. Whatever your investment needs, BMO Harris Private Banking can help you reach your unique goals. Discretionary Investment Management Discretionary investment management allows you to delegate the day-to-day investment decision-making and management of your wealth to a dedicated BMO Harris Private Banking Professional and a team of experts. Your Investment Counsellor will work with you to create a customized investment plan that reflects your specific goals and objectives. The cornerstone of the plan, the Investment Policy Statement, outlines the parameters and principles that guide the crafting and management of individual investment solutions. Clients seeking external solutions can access an expanded group of renowned investment managers from around the globe while still benefiting from BMO Harris Private Banking’s rigorous approach to portfolio construction. With the Investment Policy Statement in place, you gain control over your investing, knowing that all decisions will be made according to your guidelines, with your specific goals and objectives in mind. Your BMO Harris Private Banking Professional, always accountable to you, will meet with you regularly and provide you with detailed client statements. The result is freedom and peace of mind. Full-Service Investing BMO Harris Private Banking can provide you with access to the full range of BMO Nesbitt Burns services through a team of specialized Investment Advisors working within the private bank. BMO Nesbitt Burns offers a complete spectrum of products and services, including fee-based investing, supported by some of the best knowledge in the industry and top-ranked research. Direct Investing If you prefer to manage some or all of your investments yourself, BMO Harris Private Banking will introduce you to the direct investment services of BMO InvestorLine, consistently rated Canada’s #1 direct investing firm. Meet With Us Let us help you develop a comprehensive strategy for growing your wealth, and provide the services you need to put this strategy into action. Contact your Personal Advisor, or one of our specialists in your area.

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